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HighMark Wealth Management’s McKesson MCK Stock Holding History

HighMark Wealth Management’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$11.7K – 648
2025
Q2 		$11.7K Hold
16
– – 0.01% 286
2025
Q1 		$10.8K Hold
16
– – 0.01% 274
2024
Q4 		$9.12K Sell
16
-4
-20% -$2.24K 0.01% 299
2024
Q3 		$9.89K Buy
20
+4
+25% +$2.23K 0.01% 303
2024
Q2 		$9.35K Buy
16
+2
+14% +$1.11K 0.01% 290
2024
Q1 		$7.52K Buy
14
+1
+8% +$508 ﹤0.01% 331
2023
Q4 		$6.02K Hold
13
– – ﹤0.01% 339
2023
Q3 		$5.65K Buy
+13
New +$5.48K ﹤0.01% 335

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HighMark Wealth Management's MCK Position: Q3 2025 in Review

HighMark Wealth Management sold out of McKesson (MCK) in Q3 2025, closing a stake of 16 shares — an estimated $11.7K sold.

HighMark Wealth Management first reported a position in MCK in Q3 2023 and held it in 8 quarters. The position peaked at $11.7K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • HighMark Wealth Management reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 16 McKesson shares in Q3 2025, an estimated $11.7K.
  • HighMark Wealth Management first reported a position in McKesson in Q3 2023 and held it in 8 quarters.
  • HighMark Wealth Management's McKesson position peaked at $11.7K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.